Introducing the New Manage Cards Feature for Streamlined Payment Management

Manage Your Payment Options with the New "Manage Cards" Feature

Managing payment methods has just become more convenient with the introduction of the "Manage Cards" feature on our platform. This functionality offers businesses the ability to efficiently manage existing cards, ensuring a smoother transaction process and enhanced control over stored payment details.

Key Features of the "Manage Cards" Functionality

  • View and Manage Cards: Businesses can now view cards that are either saved as a card on file or have been used for past transactions with customers. This ensures seamless access to payment details that are stored for future transactions.

  • Delete Cards from File: You can easily delete any stored card associated with a customer. This provides you with the flexibility to maintain up-to-date payment information and remove cards no longer in use.

  • Confirmation for Card Deletion: When a card not linked to any active subscription is deleted, a simple confirmation prompt will appear. However, for cards tied to an active subscription, the deletion process is highlighted more prominently before proceeding, allowing users to make informed decisions.

To access this feature within your account, follow these steps:

  1. Navigate to Contacts.
  2. Select the desired Contact Details.
  3. Click on the $ icon.
  4. Go to Actions.
  5. Choose Manage Cards.

Manage Cards Feature Screenshot 1
Manage Cards Feature Screenshot 2
Manage Cards Feature Screenshot 3
Manage Cards Feature Screenshot 4

Exciting Updates Coming Soon

Stay tuned for future enhancements that will extend similar capabilities to additional payment options, including:

  • Card addition, viewing, and management support for PayPal.
  • Card and payment management support for Custom Payment Providers.
  • More comprehensive management options for diverse payment methods in the user interface, beyond just card payments.

By utilizing the "Manage Cards" feature, businesses can significantly improve their operational efficiency and maintain a higher standard of customer relationship management.

In case you missed it, read our latest article about enhancements to estimates, custom values, and partial quantity support.

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